$114.8M Total AUM
$107.2M Disc. AUM
-35.5% 3Y CAGR
1 Employees
17 ADV. Clients
20 yrs Firm Age
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- Custodian
- JP Morgan ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2005
- Office Locations
- 1
Office Locations
2121 Ponce DE Leon Suite 405 Coral Gables FL
About Futura Asset Advisors LLC
Futura Asset Advisors LLC is an independent, SEC-registered RIA founded in 2005 in the Miami area. The firm advises retail and institutional clients on wealth planning and long-term portfolio strategy, drawing on experience across New York, Mexico, Switzerland and Miami. Investment implementation includes fixed income, public funds and ETFs, with selective alternatives; custody relationships include Morgan Stanley and J.P. Morgan.
Team overview
60 AVG AGE
$114.8M AVG AUM / ADVISOR
$6.8M AVG AUM / CLIENT
20.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
EDWARD HENRY URQUIDI
Chief Compliance Officer, Director, President
- CRD
- #2172307
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,152,988 | $6,697,062 |
| Non-Discretionary | $7,682,120 | $7,682,120 |
| Total | $114,835,108 | $6,755,006 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Private Funds:
Available Corporate - Non-Investment Grade:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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